End of a Currency Carnival Era，Rising Global Stagflation Risk & Investing Strategies
End of a Currency Carnival Era，Rising Global Stagflation Risk & Investing Strategies I、 The end of a currency carnival era with lower expected returns and rising stagflation risk On this Wednesday, January 26th, after the Fed released its policy statement, all major stock market averages jumped, with GME 、 AMC 、 ARKK jumped as much as 19% 、 13% and 5.8% respectively , I was very suspicious regarding the sustainability. Then Fed Chair Jerome Powell gave the presentation at the news conference and the big jump of all market indices began to shrink somewhat, it was right then, I wrote the above and sent to the near 500 members of 【 Swing Trading 、 Quantitative Strategy 、 Short Hedging and Asset Allocation 】 WeChat group . Last Q4, I mentioned a few times that 【 The risk really can't be ruled out that Cathie Wood's ARKK could repeat the sudden thunderstorms of Bill Hwang's Archegos Capital late this March. Again, the collapse of China Evergrande and ...